Data-driven decision making for optimal portfolio management
Streamline data collection process, track ownership and analyze key metrics across your portfolio.
Comprehensive portfolio dashboard
Track all your investee companies from one single dashboard.
Automate data collection
Automatically collect and update portfolio companies' performance data and key metrics, reducing manual entry and minimizing errors.
Document management and collaboration
Streamline the storage, organization, and sharing of critical documents, ensuring your team collaborates seamlessly and stays on the same page.
Smart portfolio analytics
Harness the power of intelligent analytics, and create custom formulas to assess and compare portfolio companies' performance according to your unique criteria. Identify trends, assess risk and leverage data to make better decisions.
Track ownership across portfolio companies via multiple SPV and funds
Effortlessly manage complex ownership structures by tracking investments and ownership percentages across multiple Special Purpose Vehicles (SPVs) and funds within your portfolio.
Generate holistic reports
Generate KPI reports like MOM, YTD and all on top of your data.
Stay updated
Receive real-time notifications and curated news, ensuring you're always up-to-date on the latest developments, milestones, and news impacting your investments.
